+55.9%
ISRG vs HTZ
-89.7%
+145.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.2% | +0.2% | +8.7% |
| 7D | +8.5% | +18.9% | -10.4% | +7.3% |
| 30D | +18.6% | +26.3% | -7.7% | +16.5% |
| 3M | +30.9% | +49.7% | -18.8% | +26.2% |
| 6M | +6.6% | -61.1% | +67.7% | +11.5% |
| YTD | -14.9% | -56.0% | +41.2% | -12.4% |
| 1Y | -10.5% | -66.4% | +55.9% | -6.2% |
| 3Y | +73.1% | -75.8% | +148.9% | +80.4% |
| 5Y | +32.7% | -93.1% | +125.8% | +55.9% |
| All | +55.9% | -89.7% | +145.7% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling